Civic Intelligence

Sterling B Mutz M D Inc Julio

Plan context: Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust

EIN 33-0759314 • Orange, CA • 22 filings • 8 plans

1310 W Stewart Dr Ste 410Orange, CA 92868-3855
Current Snapshot

Latest Year

2020

2020 Participants

17

2020 Assets

$2,125,458

2020 Contributions

$6,851

Historical Graphs

Total Assets Over Time

Aggregate end-of-year assets by filing year, excluding zero-asset years

$2,125,458$1,062,729$0199920092019YearValue
$2,125,458Latest year 2019

Participants Over Time

Largest reported end-of-year plan headcount by filing year, used to avoid double-counting participants across overlapping plans

26130199920092019YearValue
17Latest year 2019

Company Timeline

Year summaries and individual filings are combined here so you can stay in one place while moving across years and plan filings.

Year / FilingFilingsParticipantsAssetsContributionsContrib./Participant
202010$0$6,851-
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-0$0$6,851-
2019117$2,125,458$94,718$5,572iApproximate average salary by contribution assumption: employee only about $139,291 at 4% or $92,861 at 6%; with 50% employer match about $92,861 at 4% or $61,907 at 6%; with 100% employer match about $69,646 at 4% or $46,430 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-17$2,125,458$94,718$5,572iApproximate average salary by contribution assumption: employee only about $139,291 at 4% or $92,861 at 6%; with 50% employer match about $92,861 at 4% or $61,907 at 6%; with 100% employer match about $69,646 at 4% or $46,430 at 6%.
2018125$2,040,703$90,544$3,622iApproximate average salary by contribution assumption: employee only about $90,544 at 4% or $60,363 at 6%; with 50% employer match about $60,363 at 4% or $40,242 at 6%; with 100% employer match about $45,272 at 4% or $30,181 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-25$2,040,703$90,544$3,622iApproximate average salary by contribution assumption: employee only about $90,544 at 4% or $60,363 at 6%; with 50% employer match about $60,363 at 4% or $40,242 at 6%; with 100% employer match about $45,272 at 4% or $30,181 at 6%.
2017126$2,032,722$98,789$3,800iApproximate average salary by contribution assumption: employee only about $94,989 at 4% or $63,326 at 6%; with 50% employer match about $63,326 at 4% or $42,218 at 6%; with 100% employer match about $47,495 at 4% or $31,663 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-26$2,032,722$98,789$3,800iApproximate average salary by contribution assumption: employee only about $94,989 at 4% or $63,326 at 6%; with 50% employer match about $63,326 at 4% or $42,218 at 6%; with 100% employer match about $47,495 at 4% or $31,663 at 6%.
2016126$1,585,757$96,943$3,729iApproximate average salary by contribution assumption: employee only about $93,214 at 4% or $62,143 at 6%; with 50% employer match about $62,143 at 4% or $41,429 at 6%; with 100% employer match about $46,607 at 4% or $31,071 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-26$1,585,757$96,943$3,729iApproximate average salary by contribution assumption: employee only about $93,214 at 4% or $62,143 at 6%; with 50% employer match about $62,143 at 4% or $41,429 at 6%; with 100% employer match about $46,607 at 4% or $31,071 at 6%.
2015125$1,532,717$98,480$3,939iApproximate average salary by contribution assumption: employee only about $98,480 at 4% or $65,653 at 6%; with 50% employer match about $65,653 at 4% or $43,769 at 6%; with 100% employer match about $49,240 at 4% or $32,827 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-25$1,532,717$98,480$3,939iApproximate average salary by contribution assumption: employee only about $98,480 at 4% or $65,653 at 6%; with 50% employer match about $65,653 at 4% or $43,769 at 6%; with 100% employer match about $49,240 at 4% or $32,827 at 6%.
2014123$1,412,525$96,826$4,210iApproximate average salary by contribution assumption: employee only about $105,246 at 4% or $70,164 at 6%; with 50% employer match about $70,164 at 4% or $46,776 at 6%; with 100% employer match about $52,623 at 4% or $35,082 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-23$1,412,525$96,826$4,210iApproximate average salary by contribution assumption: employee only about $105,246 at 4% or $70,164 at 6%; with 50% employer match about $70,164 at 4% or $46,776 at 6%; with 100% employer match about $52,623 at 4% or $35,082 at 6%.
2013121$1,426,311$105,968$5,046iApproximate average salary by contribution assumption: employee only about $126,152 at 4% or $84,102 at 6%; with 50% employer match about $84,102 at 4% or $56,068 at 6%; with 100% employer match about $63,076 at 4% or $42,051 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-21$1,426,311$105,968$5,046iApproximate average salary by contribution assumption: employee only about $126,152 at 4% or $84,102 at 6%; with 50% employer match about $84,102 at 4% or $56,068 at 6%; with 100% employer match about $63,076 at 4% or $42,051 at 6%.
2012125$1,205,461$128,295$5,132iApproximate average salary by contribution assumption: employee only about $128,295 at 4% or $85,530 at 6%; with 50% employer match about $85,530 at 4% or $57,020 at 6%; with 100% employer match about $64,148 at 4% or $42,765 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-25$1,205,461$128,295$5,132iApproximate average salary by contribution assumption: employee only about $128,295 at 4% or $85,530 at 6%; with 50% employer match about $85,530 at 4% or $57,020 at 6%; with 100% employer match about $64,148 at 4% or $42,765 at 6%.
2011123$958,161$99,968$4,346iApproximate average salary by contribution assumption: employee only about $108,661 at 4% or $72,441 at 6%; with 50% employer match about $72,441 at 4% or $48,294 at 6%; with 100% employer match about $54,330 at 4% or $36,220 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-23$958,161$99,968$4,346iApproximate average salary by contribution assumption: employee only about $108,661 at 4% or $72,441 at 6%; with 50% employer match about $72,441 at 4% or $48,294 at 6%; with 100% employer match about $54,330 at 4% or $36,220 at 6%.
2010118$859,459$89,330$4,963iApproximate average salary by contribution assumption: employee only about $124,069 at 4% or $82,713 at 6%; with 50% employer match about $82,713 at 4% or $55,142 at 6%; with 100% employer match about $62,035 at 4% or $41,356 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-18$859,459$89,330$4,963iApproximate average salary by contribution assumption: employee only about $124,069 at 4% or $82,713 at 6%; with 50% employer match about $82,713 at 4% or $55,142 at 6%; with 100% employer match about $62,035 at 4% or $41,356 at 6%.
2009117$647,922$92,167$5,422iApproximate average salary by contribution assumption: employee only about $135,540 at 4% or $90,360 at 6%; with 50% employer match about $90,360 at 4% or $60,240 at 6%; with 100% employer match about $67,770 at 4% or $45,180 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-17$647,922$92,167$5,422iApproximate average salary by contribution assumption: employee only about $135,540 at 4% or $90,360 at 6%; with 50% employer match about $90,360 at 4% or $60,240 at 6%; with 100% employer match about $67,770 at 4% or $45,180 at 6%.
2008119$441,789$109,066$5,740iApproximate average salary by contribution assumption: employee only about $143,508 at 4% or $95,672 at 6%; with 50% employer match about $95,672 at 4% or $63,781 at 6%; with 100% employer match about $71,754 at 4% or $47,836 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-19$441,789$109,066$5,740iApproximate average salary by contribution assumption: employee only about $143,508 at 4% or $95,672 at 6%; with 50% employer match about $95,672 at 4% or $63,781 at 6%; with 100% employer match about $71,754 at 4% or $47,836 at 6%.
2007118$657,167$91,159$5,064iApproximate average salary by contribution assumption: employee only about $126,610 at 4% or $84,406 at 6%; with 50% employer match about $84,406 at 4% or $56,271 at 6%; with 100% employer match about $63,305 at 4% or $42,203 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-18$657,167$91,159$5,064iApproximate average salary by contribution assumption: employee only about $126,610 at 4% or $84,406 at 6%; with 50% employer match about $84,406 at 4% or $56,271 at 6%; with 100% employer match about $63,305 at 4% or $42,203 at 6%.
2006116$510,139$78,044$4,878iApproximate average salary by contribution assumption: employee only about $121,944 at 4% or $81,296 at 6%; with 50% employer match about $81,296 at 4% or $54,197 at 6%; with 100% employer match about $60,972 at 4% or $40,648 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-16$510,139$78,044$4,878iApproximate average salary by contribution assumption: employee only about $121,944 at 4% or $81,296 at 6%; with 50% employer match about $81,296 at 4% or $54,197 at 6%; with 100% employer match about $60,972 at 4% or $40,648 at 6%.
2005116$394,478$72,512$4,532iApproximate average salary by contribution assumption: employee only about $113,300 at 4% or $75,533 at 6%; with 50% employer match about $75,533 at 4% or $50,356 at 6%; with 100% employer match about $56,650 at 4% or $37,767 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-16$394,478$72,512$4,532iApproximate average salary by contribution assumption: employee only about $113,300 at 4% or $75,533 at 6%; with 50% employer match about $75,533 at 4% or $50,356 at 6%; with 100% employer match about $56,650 at 4% or $37,767 at 6%.
2004115$324,709$65,258$4,351iApproximate average salary by contribution assumption: employee only about $108,763 at 4% or $72,509 at 6%; with 50% employer match about $72,509 at 4% or $48,339 at 6%; with 100% employer match about $54,382 at 4% or $36,254 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-15$324,709$65,258$4,351iApproximate average salary by contribution assumption: employee only about $108,763 at 4% or $72,509 at 6%; with 50% employer match about $72,509 at 4% or $48,339 at 6%; with 100% employer match about $54,382 at 4% or $36,254 at 6%.
2003116$243,504$56,855$3,553iApproximate average salary by contribution assumption: employee only about $88,836 at 4% or $59,224 at 6%; with 50% employer match about $59,224 at 4% or $39,483 at 6%; with 100% employer match about $44,418 at 4% or $29,612 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-16$243,504$56,855$3,553iApproximate average salary by contribution assumption: employee only about $88,836 at 4% or $59,224 at 6%; with 50% employer match about $59,224 at 4% or $39,483 at 6%; with 100% employer match about $44,418 at 4% or $29,612 at 6%.
2002119$144,591$64,587$3,399iApproximate average salary by contribution assumption: employee only about $84,983 at 4% or $56,655 at 6%; with 50% employer match about $56,655 at 4% or $37,770 at 6%; with 100% employer match about $42,491 at 4% or $28,328 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-19$144,591$64,587$3,399iApproximate average salary by contribution assumption: employee only about $84,983 at 4% or $56,655 at 6%; with 50% employer match about $56,655 at 4% or $37,770 at 6%; with 100% employer match about $42,491 at 4% or $28,328 at 6%.
2001117$122,977$60,922$3,584iApproximate average salary by contribution assumption: employee only about $89,591 at 4% or $59,727 at 6%; with 50% employer match about $59,727 at 4% or $39,818 at 6%; with 100% employer match about $44,796 at 4% or $29,864 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-17$122,977$60,922$3,584iApproximate average salary by contribution assumption: employee only about $89,591 at 4% or $59,727 at 6%; with 50% employer match about $59,727 at 4% or $39,818 at 6%; with 100% employer match about $44,796 at 4% or $29,864 at 6%.
2000117$74,548$56,918$3,348iApproximate average salary by contribution assumption: employee only about $83,703 at 4% or $55,802 at 6%; with 50% employer match about $55,802 at 4% or $37,201 at 6%; with 100% employer match about $41,851 at 4% or $27,901 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-17$74,548$56,918$3,348iApproximate average salary by contribution assumption: employee only about $83,703 at 4% or $55,802 at 6%; with 50% employer match about $55,802 at 4% or $37,201 at 6%; with 100% employer match about $41,851 at 4% or $27,901 at 6%.
1999117$26,591$23,612$1,389iApproximate average salary by contribution assumption: employee only about $34,724 at 4% or $23,149 at 6%; with 50% employer match about $23,149 at 4% or $15,433 at 6%; with 100% employer match about $17,362 at 4% or $11,575 at 6%.
Sterling B Mutz M D Inc Julio 401K Profit Sharing Plan & Trust-17$26,591$23,612$1,389iApproximate average salary by contribution assumption: employee only about $34,724 at 4% or $23,149 at 6%; with 50% employer match about $23,149 at 4% or $15,433 at 6%; with 100% employer match about $17,362 at 4% or $11,575 at 6%.